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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.980 | 1.080 | 0.100 |
Stocks | 30.890 | 30.890 | 0.000 |
Bonds | 4.430 | 4.430 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 63.690 | 63.690 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.617 | 16.176 |
Price to Book | 2.080 | 1.664 |
Price to Sales | 1.441 | 1.679 |
Price to Cash Flow | 8.739 | 9.127 |
Dividend Yield | 2.825 | 2.968 |
5 Years Earnings Growth | 9.917 | 10.353 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.060 | 16.249 |
Financial Services | 16.420 | 11.432 |
Healthcare | 12.220 | 9.431 |
Industrials | 11.730 | 15.476 |
Consumer Cyclical | 11.340 | 11.583 |
Consumer Defensive | 8.110 | 6.341 |
Communication Services | 6.810 | 6.096 |
Basic Materials | 5.470 | 4.939 |
Energy | 4.710 | 2.703 |
Utilities | 2.810 | 2.419 |
Real Estate | 2.330 | 19.048 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global Govt Bond UCITS ETF USD | - | 63.67 | - | - | |
iShares MSCI EAFE ETF | - | 14.39 | - | - | |
iShares Core S&P 500 ETF | - | 11.83 | - | - | |
iShares MSCI Emerging Markets ETF | - | 4.84 | - | - | |
iShares J.P. Morgan $ Emerging Markets Bond UCITS | IE00B2NPKV68 | 4.47 | 87.69 | +0.90% | |
iShares Core S&P 500 ETF | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rakuten Whole US Equity Index Fund | 1,509.53B | 17.71 | 19.86 | - | ||
Rakuten Whole World Equity Index | 483.77B | 16.39 | 16.93 | - | ||
JP90C000Q2U6 | 173.37B | 18.77 | - | - | ||
JP90C000Q2W2 | 131.66B | 17.17 | - | - | ||
Rakuten Japan Equity 4.3 Bull | 78.43B | 71.72 | 26.72 | - |
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